401(k)
2024 plan-year 401(k) DOL Form 5500

UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNITED STATES LIABILITY INSURANCE COMPANY

This 401(k) plan holds $279M in total assets and serves 1,429 participants as of 2024. It is sponsored by UNITED STATES LIABILITY INSURANCE COMPANY in Pennsylvania. The plan reported positive net income of $36M for the year.

Total Assets (2023)
$279M
Participants
1,429
State
Industry
Finance & Insurance

What the Filing Says About UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN

UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by UNITED STATES LIABILITY INSURANCE COMPANY, headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $279M in total end-of-year assets and covers 1,429 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 231383313, and the plan has been effective since 1961-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $243M at the beginning of 2024 to $279M at year-end — a gain of 14.9%. Net assets (after liabilities) closed the year at $279M, with reported net income of $36M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$243M
Total Assets (End of Year)$279M
Net Assets (End of Year)$279M
Net Income$36M
Plan Type401(k)
Employer EIN231383313
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (UNITED STATES LIABILITY INSURANCE COMPANY)

Year Plans Participants Total Assets
2022 2 2,370 $262M
2023 2 2,499 $311M
2024 2 2,858 $359M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN?
As of the 2024 Form 5500 filing, UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN holds $279M in total assets with 1,429 participants. It is sponsored by UNITED STATES LIABILITY INSURANCE COMPANY.
What type of plan is UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN?
UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1961-12-31. The plan is filed with the U.S. Department of Labor under EIN 231383313.
Who sponsors the UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN?
UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN is sponsored by UNITED STATES LIABILITY INSURANCE COMPANY, located in Pennsylvania. The sponsor's EIN is 231383313 and the plan operates in the Finance & Insurance industry.
How did UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN perform in 2024?
UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN grew by 14.9% during 2024, moving from $243M to $279M in total assets. Net income was $36M.
Where can I find official filings for UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN?
Official Form 5500 filings for UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231383313 or plan name at efast.dol.gov.
How does UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN compare to other plans?
You can compare UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 231383313.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.